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What to do with your tax refund
- February 22, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance
No CommentsIt’s that time of year again and millions of Americans are anxiously awaiting their reward for being responsible, IRS-abiding citizens: their tax refunds…
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Where are we on the SEC Regulation Best Interest Rule?
- February 15, 2019
- Posted by: Grant Cox
- Category: Blog, Regulation
On June 21, 2018, the U.S. 5th Circuit Court of Appeals vacated the Department of Labor (DOL) fiduciary rule…
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Financial Advising to Millennials, the Future of the Financial Services
- February 7, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development, Practice Management
As commonly represented in media headlines, the millennial generation is infamous for eschewing the ways of previous generations. Then it should come as no surprise that millennials are investing differently too …
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FINRA and the SEC: Regulators of the Financial Services
- January 30, 2019
- Posted by: Grant Cox
- Category: Blog
The financial services industry is perhaps the most regulated in the United States, and for good reason…
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How will the government shutdown affect the stock market?
- January 18, 2019
- Posted by: Grant Cox
- Category: Blog, Markets
The partial government shutdown is now the longest in United States history. Without getting into the politics that caused the shutdown, let’s discuss what the shutdown means for the stock market…
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Fintech trends to look for in 2019
- January 11, 2019
- Posted by: Grant Cox
- Category: Blog, Technology
2019 has finally arrived, but the march of time a¬nd the accompanying technological progress continues. With this in mind, let’s look at some tech trends financial advisors should look out for in 2019…
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Year-end finance tips
- December 24, 2018
- Posted by: Grant Cox
- Category: Blog, Personal finance
This time of year often means excessive shopping and hectic holiday plans, but it also means you have an opportunity for some financial housekeeping before 2019 …
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IRS to raise contribution limits in 2019
- December 19, 2018
- Posted by: Grant Cox
- Category: Blog, News
In November, the IRS announced new contribution limits for individuals with 401(k), 403(b ), and IRA accounts …
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How to discuss market volatility with clients
- December 12, 2018
- Posted by: Grant Cox
- Category: Best practices for financial professionals, Blog
The last quarter of 2018 has been rife with market volatility following months of consistent gains. As a financial professional, this change in the climate may have you wondering how best to approach your clients…
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The CFP, ChFC, CFA and CLU: Clearing up credentials
- December 5, 2018
- Posted by: Grant Cox
- Category: Blog
If you’re planning on becoming a financial professional, or you’re just looking for advice, you may find various certifications or charters. There are quite a few different types of these credentials, which can make it confusing and frustrating to find the right financial professional for you…